Most Common Financial Services We Offer
The TOP 25 Financial
Services We Offer
When it comes to wealth management and financial planning, there’s always something new to learn. Wondering if we can help you with your current needs? Here’s a list of the top 25 services that we offer to clients on a regular basis.
Have questions in any of these areas? We’d love to help!
- Cash flow
- Saving
- Debt
- Life insurance
- Disability insurance
- Investing for retirement
- Basics of different account types
- Roth IRA Conversion / lifetime tax planning
- Understanding what accounts to use and when
- Creating your retirement paycheck
- How Medicare works
- When to draw Social Security / strategies
- Understanding RMDs
- Simplifying your financial life
- Estate planning for parents
- Estate planning for leaving a legacy
- Charitable giving strategies / QCD’s
- Insurance / benefits for business owners
- Retirement plans for business owners
- Securing your accounts / fraud prevention
- End of life planning (LTC)
- Annuity reviews
- Major purchase counseling
- Small business acquisition and sales
- Health insurance / HAS
Learn more about the ways that Milestone can help you, or contact us today to schedule a meeting.